Create a Custom Field on the Purchase Order That Contains a List of Vendors Filtered by Vendor Category

Scenario

A field on the Purchase Order is required which show the list of vendors which filtered by Vendor Category.

Solution

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New

2. Enter name on the Label field (Example: Vendors per Category)

3. Type = List/Record

4. List/Record = Vendor

5. Under Applies To tab, mark Purchase and Vendor Payment checkbox

6. Under Sourcing & Filtering tab, Use the filter table and add the following:
• Filter Using = Vendor Category
• Compare Type = equal
• Value = Is Tax Agency
7. Click Save